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Senior Financial Consultant
2 months ago
We are seeking a highly skilled and experienced Financial Adviser to join our team at Financial Divisions. As a Chartered IFA, you will be responsible for managing existing clients and generating new business opportunities.
Key Responsibilities:
- Manage a portfolio of high net worth clients, providing holistic financial planning services and advice on pensions, investments, tax planning, and protection.
- Develop and implement strategies to grow the business through client referrals and recommendations.
- Collaborate with the management team to achieve business objectives and expand the company's client base.
Requirements:
- Chartered status or working towards Chartered status with at least 3-5 years of solid advising experience.
- Proven track record of generating new business and building strong relationships with high net worth clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
What We Offer:
- A competitive basic salary of £70k-£90k, plus bonuses.
- A comprehensive benefits package, including PMI and PHI.
- The opportunity to work with a reputable and established company, with a strong reputation for providing high-quality financial services.
Get in touch with Peter at Financial Divisions to discuss this exciting opportunity further.
